Search

About the Job: The Family Office Senior works with high-net-worth families to ensure their complex financial needs are met in a customized way. This position is responsible for being a point of contact with clients to ensure their core accounting processes are working smoothly and are completed both timely and accurate. Individuals in this role […]

Full Job Description: The Family Office Staff works with high-net-worth families to ensure their complex financial needs are met in a customized way. This position is responsible for being a point of contact with clients to ensure their core accounting processes are working smoothly and are completed both timely and accurate. This core includes booking […]

Full Job Description Job Summary: The Family Office Services (FOS) Experienced Senior Associate is responsible for performing and overseeing the full cycle general accounting function for ultra-high net worth families, utilizing accounting and technology skills, gathering client information necessary for participating in tax planning, and recognizing and communicating potential risks. In this role, the Family […]

Full Job Description The Family Wealth Alliance, Inc., a subsidiary of the Charles Schwab Corporation, connects the multifamily wealth community. We are the only membership organization focused on multifamily wealth firms: multifamily offices, external CIOs, high-end wealth management firms, trust companies, and the family office practices of private banks and law and accounting firms. Since […]

Full Job Description At U.S. Bank, we’re on a journey to do our best. We help the customers and businesses we serve to make better and smarter financial decisions and enable the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each […]

Full Job Description We are looking for a Vice President of Portfolio Analytics and risk to play a critical role in supporting and overseeing risk management functions within our firm. You will be responsible for developing and implementing effective risk management strategies, models, reports, and procedures across client portfolios, market research, and technology solutions. We’ll […]

Full Job Description Who We Are: Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 850 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data-driven investing and advice. These family offices, wealth managers, banks, and institutions use Addepar’s tech and data […]

Full Job Description Role and Responsibilities: The responsibilities of this role will be broad and varied and include: Oversight and management of all family assets, including investment accounts, properties, trusts, insurance and other interests. Oversee the management and strategic development of the family office. Establish and maintain a financial and operating environment that is focused […]

Full Job Description Job Responsibilities: Manage Rolodex of Registered Investment Advisors, Single-family Offices and Multi-family Offices Market ReRisk Capital’s proprietary products to RIA and Family Offices Source product feedback from RIA’s and family office investors Generate marketing materials to market ReRisk Capital products to investors Experience: Seasoned executive with minimum 5+ years experience marketing/covering RIA’s […]

Major Responsibilities: Establish direct communication and working relationship with clients Understand and apply general accounting concepts and procedures Implement best practices with respect to accounting systems setup and maintenance Plan and execute the day-to-day activities of assigned Family Office Services’ clients in accordance with RubinBrown Client Service Standards Maintain client records and files using automated […]